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Insurers are selling off old annuity business — what advisers need to know
Transactions pose inherent risks to policyholders, such as the buyer having a weak credit rating or increasing contract fees.
Indexed annuity sales rise in Q1 as DOL fiduciary rule stalls
Variable annuity sales were down again, however.
Mass Mutual to hike some LTC premiums by 77%
Move will affect 54,000 policyholders with older policies.
Insurers becoming more stringent with long-term-care policies
This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.
Iowa insurance regulator cautions SEC about modifying suitability rule
Iowa insurance regulator asserts the current rule is protecting investors and worries that the SEC is defining 'best interest' differently than what it means under state law.
FedEx shifts pension obligations by purchasing $6 billion group annuity
The pension risk transfer is the biggest since 2012, when Verizon purchased a $7.5 billion annuity
Finra fines Fifth Third Securities $4 million for variable-annuity violations
In second major VA enforcement action against Fifth Third, firm also must pay $2 million in restitution.
Four challenges in using annuities for retirement planning — and how to overcome them
Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.
Recent rule changes to boost retiree health costs
New analysis quantifies the effect on Medicare premiums and Social Security benefits.
Job satisfaction tied to benefits satisfaction, survey finds
EBRI says almost two-thirds of employees who are happy with their benefits have high morale.
Indexed annuities likely to rebound after dip in sales last year
An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality.
What a court decision teaches 401(k) advisers about choosing stable-value funds
Selecting a very conservative benchmark is generally permissible under retirement law.
AXA reverses course on variable annuity buyout
Insurer had planned an offer to holders of its Accumulator Series variable annuity
Insurers still grappling with costly variable-annuity promises
AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
Insurers’ 401(k) record keepers gain big share in small, midsize markets
Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.
Finra fines Park Avenue Securities $300,000 over variable annuity sales
Also censures firm, which agrees to review its supervision practices.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
